Guide for the CRM NDA Process

The Cool Life CRM platform for NDA management enables a seamless, time-saving transaction process. Send an email deployment and collection of buyer NDA agreements while representing your clients professionally. Follow this step-by-step guide to set up and deploy your NDA effectively.

Step 1: Prepare Your NDA File

1. Save Your Word Document as a PDF:

   • Open your NDA document in Microsoft Word or another compatible program.
   • Save the file as a PDF by selecting File > Save As > PDF.
   • Confirm that the file is saved in a secure and accessible location on your computer.

2. Upload to the File Browser:

   • In the Cool Life CRM, navigate to the File Browser.
   • Upload your saved NDA PDF file to ensure it's stored and accessible for future use.

Step 2: Input NDA Content in Text Form

1. Access the Content Section:

   • From the CRM dashboard, navigate to the Content section under the main menu.
   • Select the specific NDA Page where the agreement will be displayed.

2. Enter the NDA Text:

   • Open your Word document containing the NDA.
   • Copy the text content from the document (text only, excluding headers or footers).
   • Paste the copied text into the content input field on the NDA Page.
   • Use the text editing tools to ensure the content is formatted properly.

3. Configure Dynamic Fields:

   • Note that the fields required for NDA completion (e.g., Buyer Name, Email Address, Signature) will be controlled through the Contact Form.

Step 3: Configure and Deploy Using the Marketing Tool

1. Set Up the NDA Deployment:

   • Navigate to the Marketing Tool (refer to the Marketing Tool Guide for detailed steps).
   • Create an email or campaign to deploy the NDA link to your targeted buyers.

2. Embed NDA Links:

   • Add the link to the NDA form or attach the NDA PDF (if applicable) to the campaign message.
   • Include a clear call-to-action prompting buyers to complete the NDA form.

Step 4: Manage Completed NDAs

1. Automatic Storage:

   • All completed NDA submissions will be automatically saved in the associated CRM record.
   • This ensures a secure and organized repository of agreements for each transaction.

2. Track and Review Submissions:

   • Use the CRM activity logs or reporting tools to track completed NDAs and ensure compliance.

Benefits of Using the CRM NDA Process

• Streamlined Workflow: Automate NDA deployment and tracking, reducing manual effort.
• Automated PDF Save: Digitally signed and saves to the related CRM record automatically
• Centralized Storage: Securely stores all NDAs within CRM records for easy access.
• Professional Representation: Enhance your clients’ trust with a polished and automated process.

By leveraging Cool Life CRM's features, you can efficiently handle NDAs, leaving more time to focus on building client relationships and driving successful transactions.